by Gretchen Betts | Apr 4, 2024 | Financial Planning, Wellbeing
As we finally approach spring, many people will be thinking about moving house or trying get on the housing ladder for the first time. Recent trends indicate that younger generations are postponing their leap into the housing market. Factors such as mounting student...
by Gretchen Betts | Jan 5, 2024 | Private Medical Insurance
In the complex world of healthcare and with the current state of affairs for waiting lists for National Health Services, we are being asked more and more about private medical insurance (PMI). In this blog, we will delve into the many benefits that private medical...
by Gretchen Betts | Dec 6, 2023 | Financial Planning, Wellbeing
Money continues to be something we are reluctant to talk about with others. It means that often we make financial decisions on our own, and unless we have great advice, we may be left worrying about whether we have done the right thing. If you’re not confident...
by Gretchen Betts | Nov 15, 2023 | Christmas, Financial Planning, Wellbeing
The festive season is a time of joy, togetherness, and celebration. It’s also a time when our wallets can take a hit due to the expenses that come with gift-giving, decorating, and hosting gatherings. However, with some careful planning and smart choices, you...
by Gretchen Betts | Sep 15, 2023 | Financial Planning, Wellbeing
Calculate your net worth Your net worth is a measure of your financial health. It’s the result of your total assets minus the amount you owe, and you should check it at least twice a year as it is also a measure of your progress. The simplest way to calculate your net...
by Gretchen Betts | Feb 21, 2023 | Death, Financial Planning, Magenta Team, Vlog, Wellbeing
Gretchen talks through the approaching tax year end, especially regarding unused ISA and pension allowances. More recently Gretchen has been asked how Magenta can help if a client passes away, whilst it’s not a cheerful topic, Gretchen covers the practical processes...